💻 Chips - emschwartz · Scour

Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends 🏭TSMC

tomshardware.com

·4d

Global AI chip suppliers compete as TSMC remains top foundry partner 🏭TSMC

digitimes.com·2d

TSMC posts record revenue again as AI chip demand shows no sign of slowing 🏭TSMC

qz.com·9h

"Memflation": Cheaper RAM not expected until 2028, says Gartner 🖥GPUs

heise.de·5h·Hacker News

TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reportedly reserved most of the capacity (... 🏭TSMC

techmeme.com·1d

CEO Interview with Steve Kim of Chips&Media 🔗Technology Supply Chains

semiwiki.com·8h

Diagnosing Circuits into Existence 🪄Prompt Engineering

llama.gs·4d·Hacker News

#721 – Chip Design for Fun (and Waffles) with Julia Desmazes | The Amp Hour Electronics Podcast 🖥️Hardware Architecture

theamphour.com·1d·Hacker News

The chips chokehold that could end the AI investment boom 🔗Technology Supply Chains

ft.com

·1d

How Many Chips Does China Have? 📜Semiconductor Policy

chinatalk.media·3d·Hacker News

Intel signs on to Elon Musk’s Terafab chips project 📜Semiconductor Policy

techcrunch.com·3d

DeepStack: Scalable and Accurate Design Space Exploration for Distributed 3D-Stacked AI Accelerators ⚡Hardware Acceleration

arxiv.org·3d

Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives 🏭TSMC

digitimes.com·2d

Documents: Shenzhen-based computing company Sharetronic bought hundreds of Super Micro systems containing banned Nvidia H100 and H200 chips in 2025, worth ~$92M... 🔐Ownership Types

techmeme.com·11h

US lawmakers aim to ban export of DUV chipmaking and etching tools to leading firms in China — bipartisan proposal would ban lithography equipment for Huawei, SMIC, and others 📜Semiconductor Policy

tomshardware.com

·4d

Sources: Anthropic is weighing the possibility of designing its own chips, but it has yet to commit to a design or put together a dedicated team for the project... 🤖AI

techmeme.com·21h

Uber is the latest to be won over by Amazon’s AI chips 🇨🇳Chinese AI

techcrunch.com·3d

Intel joins Elon Musk's TeraFab project — 'Intel is proud to join the Terafab project with SpaceX, xAI, and Tesla to help refactor silicon fab technology' 🔗Technology Supply Chains

tomshardware.com

·3d

TSMC reports Q1 revenue up 35% YoY to ~$35.6B, above est., suggesting global chip demand remained intact during the first weeks of the war in the Middle East (D... 🚫Economic Sanctions

techmeme.com·12h

Google and Intel expand their partnership to deploy Intel's Xeon 6 chips and co-develop custom Infrastructure Processing Units to improve computing efficiency (... ⚡Hardware Acceleration

techmeme.com·1d

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